Standex International Corporation · NYSE:SXI
Standex International — Q4 2025 Earnings Presentation
16 slides from Standex International's earnings presentation, Aug 1, 2025
Slide 1: Fourth Quarter and Fiscal Year 2025 Earnings Call Presentation
Fourth Quarter and Fiscal Year 2025 Earnings Call Presentation August 1, 2025
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Statements contained in this presentation that are not based on historical facts are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of forward-looking terminology s
Slide 3: Key Q4 and FY25 Messages
KEY Q4 AND FY25 MESSAGES SALES PROFILE • Sales increased 23.2% to $222.0 Million • Fast growth markets were ~28% of total sales; New products added 2.8% of incremental sales • Recent acquisitions performing well and expanding capacity to meet customer demand OPERATING PERFORMANCE • Record adjusted o
Slide 4: Growth Efforts Have Reached an Inflection Point
GROWTH EFFORTS HAVE REACHED AN INFLECTION POINT New Product Sales expected to add ~3% Sales in Fast Growth Markets projected 1 of incremental sales 2 to grow to >30% of total sales R&D spending delivering a stream of new product releases Favorable secular trends in Space, Defense and Electrical Grid
Slide 5: Q4 FY25 Summary
Q4 FY25 SUMMARY Standex International Corporation Fourth Quarter Ended June 30 ($ in millions) Q4 FY25 Q4 FY24 Y/Y △% Comments Net sales 222.0 180.2 23.2% Organic growth: (1.4%) Acquisitions/Divestitures: 23.4% F/X: 1.2% Adjusted operating income 45.8 30.8 48.8% Interest expense 9.0 1.3 593.4% Incre
Slide 6: Electronics
ELECTRONICS YOY Comparison $ in millions Q4 FY25 Q4 FY24 % Change Revenue 115.2 80.4 43.2% GAAP Operating Income 28.0 16.1 73.5% GAAP OI Margin % 24.3% 20.1% Adjusted Operating Income* 32.9 17.8 84.7% Adjusted OI Margin %* 28.5% 22.1% * Excludes the amortization of acquired backlog, the step-up of i
Slide 7: Engineering Technologies and Scientific
ENGINEERING TECHNOLOGIES Q4 FY25 Summary YOY Comparison • Revenue increased due to benefit from the $ in millions Q4 FY25 Q4 FY24 % Change acquisition and organic growth; Organic growth was primarily driven by growth in Revenue 32.0 25.3 26.8% sales from new products GAAP Operating Income 4.3 5.3 (1
Slide 8: Engraving and Specialty Solutions
ENGRAVING YOY Comparison Q4 FY25 Summary $ in millions Q4 FY25 Q4 FY24 % Change • Revenue increased due to foreign currency benefit, partially offset by organic decline Revenue 33.0 32.7 0.6% • Adjusted operating income increased due to GAAP Operating 4.6 3.9 17.8% realization of productivity initia
Slide 9: Q4 FY25 Capitalization
Q4 FY25 CAPITALIZATION Standex International Corporation CAPITAL SPENDING AND D&A ($ in millions) 6/30/2025 3/31/2025 • $8.6M of CAPEX in Q4 FY25 compared to $6.5M in Q4 FY24 Debt including issuance costs 552.5 580.2 • CAPEX expected to be between $33M to $38M Cash 104.5 109.8 in FY26 Net (Cash) Deb
Slide 10: Key Takeaways
KEY TAKEAWAYS • Record financial performance in FY25 driven by contribution from recent acquisitions, higher sales into fast growth end markets, and strong operational execution • Record adjusted gross margin of 41.7% increased 230 bps YOY • Record adjusted operating margin of 19.1% increased 210 bp
Slide 11: Appendix
APPENDIX | | HA Standex
Slide 12: Q4 FY25 Segment Snapshot
Q4 FY25 SEGMENT SNAPSHOT Segment Breakdown (In millions, except percentages) Q4 FY25 Q4 FY24 Y/Y △% Comments Net Sales by Segment Electronics 115.2 80.4 43.2% Organic growth of 0.3%; Acquisitions: 41.0%; F/X: 1.9% Engineering Technologies 32.0 25.3 26.8% Organic growth of 0.9%; Acquisitions: 25.0%;
Slide 13: Q4 FY25 Revenue Drivers
Q4 FY25 REVENUE DRIVERS Q4 FY25 Electronics Engineering Scientific Engraving Specialty Total YOY Change % Technologies Solutions Organic 0.3% 0.9% (13.9%) (0.6%) (1.2%) (1.4%) Divestiture 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Acquisitions 41.0% 25.0% 16.1% 0.0% 0.0% 23.4% Currency 1.9% 0.9% 0.0% 1.2% 0.0% 1
Slide 14: FY25 Segment Snapshot
FY25 SEGMENT SNAPSHOT Segment Breakdown ($ in millions) FY25 FY24 Y/Y △% Comments Net Sales by Segment Electronics 400.1 322.0 24.3% Organic decline of 8.5%; Acquisitions: 32.6%; F/X: 0.2% Engineering Technologies 102.6 83.5 22.9% Organic growth of 8.6%; Acquisitions: 13.9%; F/X: 0.4% Scientific 72.
Slide 15: Total Year FY25 Revenue Drivers
TOTAL YEAR FY25 REVENUE DRIVERS FY25 YTD Electronics Engineering Scientific Engraving Specialty Total YOY Change % Technologies Solutions Organic (8.5%) 8.6% (5.3%) (13.9%) (9.4%) (7.5%) Divestiture 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Acquisitions 32.6% 13.9% 10.3% 0.0% 0.0% 17.2% Currency 0.2% 0.4% 0.0%
Slide 16: Q4 FY25 GAAP to Non-GAAP Income Bridge
Q4 FY25 GAAP TO NON-GAAP INCOME BRIDGE Standex International Q4 FY25 Q4 FY24 % Change Corporation Pre-tax Noncont Net Pre-tax Net Pre-tax Net Income Tax rolling Incom EPS Income Tax Income EPS Income Income EPS Interest e Reported - GAAP 26.1 (10.6) (0.7) 14.8 1.23 25.6 (5.9) 19.7 1.66 -141.5 -24.8
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